Short-Term Income-Generating Investment policy and Strategy

Job ID: 37959191

Budget: $100 – $450 AUD

I'm in need of an expert in finance to design a term deposit investment policy that focuses on income generation in the short-term (1-3 years). The target demographic is board members and the policy comply with ORIC regulation as we are a registered not-for-profit organization. This requires consideration of capital preservation and a thorough understanding of Australia financial claim scheme and Aaa rating. The ideal freelancer would possess detailed knowledge of financial investment strategies, specifically in terms of deposits, and have prior experience working with not-for-profit organizations or similar entities. Strong communication skills are also essential to effectively convey the policy to board members.